Anne joined Haig Partners in 2014. She serves as CFO and heads the firm’s real estate brokerage operations. Before Haig Partners, Anne was the founder of Axios LLC, which advised clients on fundraising, marketing and business development. Previously, Anne was Director of International Business for Blockbuster Entertainment, and a Manager at KPMG Peat Marwick. Anne earned her MBA from Columbia Business School and her BS from Babson College. In her spare time, Anne volunteers as a Guardian Ad Litem, representing neglected and abused children in the court system in Florida. In addition, she has served in numerous board positions for non-profit organizations. She lives in Ft. Lauderdale, FL with her husband and children.
Alan Haig founded Haig Partners to provide trusted advice and services to buyers and sellers of higher value dealerships and dealership groups. For six years prior to founding Haig Partners, Alan led the auto retail practice at The Presidio Group where he closed numerous transactions, including two that achieved record-high levels of goodwill for the franchises involved. Before that, Alan was Senior Vice President of Corporate Development at AutoNation, Inc., the world’s largest auto retailer. He was responsible for all dealership acquisitions and divestitures at AutoNation and served on its Executive Committee that oversaw operations, real estate and strategic initiatives. Alan was also at AutoNation in its earliest days and wrote the original business plan for the new car division and led dealership acquisitions. Through these positions, Alan has been involved in the purchase or sale of 360+ dealerships with a value of over $5.2 billion, excluding inventories. Prior to AutoNation, he served in the Corporate Development Department of Blockbuster Entertainment. Alan began his career in investment banking as an analyst and associate for Drexel Burnham Lambert in New York City. He has closed transactions with a value of over $5.8 billion during his career. Through his experience, Alan has become known as an expert in the auto retail industry. For seven years he has been the primary author of a report, now The Haig Report, [Click here for the latest report] that tracks industry trends and how they impact buy-sell activity and dealership values. To prepare this report, which is issued four times a year, Alan speaks with senior executives at many of the largest auto retailers, as well as leading attorneys, bankers and accountants that practice in the auto industry. For the past three years, Alan has also organized the AutoTeam America Buy-Sell Summit, a conference that brings together dealers and professionals involved in the purchase and sale of dealerships across the US. In addition, Alan is a frequent speaker at industry events such as The American Institute of CPAs (AICPA), the National Association of Dealer Counsel, 20 groups, and other meetings involving dealers and service providers to the auto retail industry. He is regularly quoted by media outlets such as Automotive News. Alan has an MBA from Columbia Business School, an MA from the University of North Carolina at Chapel Hill and a BA from Dartmouth College. He lives in Ft. Lauderdale, FL with his wife and four children.
Nate Klebacha is a founding partner of Haig Partners and has been providing transaction advisory services to dealers since 2009. During his career, Nate has been involved in the purchase or sale of 174 dealerships worth ~$3.0 billion, excluding inventories. Prior to Haig Partners, Nate spent three years with The Presidio Group as Vice President and then Principal in their automotive investment banking practice. Prior to Presidio, Nate spent six years with Asbury Automotive’s corporate development group where he was involved in the purchase and sale of 61 dealerships. Prior to Asbury, Nate was the assistant portfolio manager for quantitative equity investments at O’Shaughnessy Capital Management and Bear Stearns Asset Management. Nate has an MBA from the NYU Stern School of Business and a BS in Accounting from the University of Connecticut. He lives in Connecticut with his wife and three children.
Mike joined Haig Partners in 2015 with a diverse automotive, retail, financial and transactional background. Mike was the Director of Corporate Development at AutoNation, Inc., the world’s largest automotive retailer where he worked with Alan Haig on the purchase or sale of approximately 40 dealership transactions with a value of more than $400 million. He also held positions at AutoNation managing the floorplan facilities and financial risk management programs. Mike also served as Business Development Director at MEDNAX, Inc., a leading provider of physician services, where he was involved in acquisitions with a value of more than $800 million and held various operating and financial positions at Office Depot, a leading office supply retailer, where he was responsible for retail categories with over $1 billion of revenue and participated in approximately 500 real estate projects.
Mike earned an athletic scholarship to play Division 1 baseball at Villanova University where he earned a BS in Accountancy. Upon graduating from Villanova, Mike returned to South Florida and earned his MBA from Florida Atlantic University and became a CFA charter holder. He continued his love of sports and found the world of triathlon and has completed 2 Ironman races. Mike is married to his high school sweetheart and together they are raising 2 children in South Florida.
Kevin joined Haig Partners in 2017 after almost 30 years of commercial banking experience, including 20 years at Bank of America’s Dealer Financial Services group. He has extensive experience negotiating and structuring transactions and his significant dealership contact base has helped identify the best potential buyers for his clients, both public and privately held auto and RV dealership groups. Coupled with his unique understanding of the financial inner workings of a dealership, Kevin and the Haig Partners team can craft offering materials to effectively communicate the investment thesis of the opportunity to attract buyers to his client’s business. While at Bank of America, he served many of the Top 150 dealer groups, including all of the public retailers, as well as numerous smaller dealers across the US. Kevin and his team of senior bankers managed the largest portfolio of loans to auto dealers of any commercial bank. Because Bank of America is a leading blue sky lender, Kevin has been involved in well over 100 buy-sell transactions. He has a keen understanding of how dealerships are valued and the way transactions are structured. Kevin’s former clients described him as a trusted advisor who provided expert advice that helped them to build the value of their companies. Long one of the leading commercial bankers to dealers across the US, Kevin brings that results-driven, client-centered focus to Haig Partners. Kevin holds a BA in Business Administration from Taylor University. He lives in Jacksonville, FL with his wife and three children.
David Spisak brings a wealth of knowledge and real-world experience in retail automotive and related technology solutions. He is the co-founder of several software solutions in the market today and in each case was principally involved from concept, product development, securing capital, effectively marketing to prospective clients, revenue generation and ultimately being able to guide his start-ups to highly successful exits.
One of those products, ReverseRisk was grown from a handful of clients to a thousand and acquired by Reynolds and Reynolds, all in less than five years. David personally developed and created the massive revenue acceleration needed to make that happen with no sales team or marketing spend. He was directly involved in every aspect of the successful negotiations, due diligence and post-acquisition transition.
David also has 27 years in retail automotive management where he ran single point stores and large groups. He was the operator at Smythe European, a Mercedes-Benz dealership, that generated $23.7M in net profit in a single year, the record for the most profitable dealership anywhere in the US. This record may still stand. Smythe European also achieved an industry-low 3% employee turnover, #1 rank in fixed ops gross profit and top 10 in used cars and F&I. Later David joined AutoNation where he was responsible for managing a $2.3 billion, 35 store division with over 3,500 associates.
Over the last 10+ years, he has developed an unparalleled network of dealers, corporate executives, manufacturer contacts and technology leaders. This has allowed David to know what dealers are looking for from solutions and solution creators and the ability to consistently deliver it to them.
For more than 35 years John has served as a trusted advisor to the automotive industry. While serving as a CPA and Dealership Partner at Dixon Hughes Goodman LLP (DHG), he has worked alongside automobile dealers of all sizes throughout the country. John applied his broad base of dealership financial and operational knowledge to help clients focus on improved operational efficiency and bottom-line results.
Joining Haig Partners in June 2019, John brings his extensive experience as a CPA involved with dealership buy-sells to the Team. He has been actively involved with countless transactions over the past 35 years bringing valuable advice to those looking to acquire dealerships as well as those exiting the market as sellers. John brings his passion for the industry, vision for success, and client-focused determination to the Haig Team.
Brandon Werley joins Haig Partners with a diverse automotive, technology, and retail background. Prior to joining Haig Partners, Brandon served as an Audit Associate at KPMG LLP, the world’s 4th largest accounting and advisory firm, where he was involved in financial statement audits for both large private clients as well as Fortune 500 companies. Prior to that, Brandon was a Financial Analyst at The Collection Inc., one of Florida’s largest single location private dealerships specializing in luxury vehicles for eight of the most coveted high-end automotive brands.
Brandon earned a Bachelor of Arts in Finance, Bachelor of Arts in Management, and a Master of Accounting degree with a concentration in Corporate Finance from the University of Miami in Florida. He currently resides in Miami, Florida.
Derek joins Haig Partners with a diverse analytical background in finance and real estate. Prior to joining Haig Partners, Derek served as an Associate in Audit and Reporting Advisory services at Deloitte & Touche LLP, the largest financial services firm in the world, where he was involved in audits of both public and private clients, as well as IPO readiness services for one of the largest online retail companies. Previously, Derek was a Retail Investment Sales Analyst at Jones Lang LaSalle, the 2nd largest real estate services firm, where he assisted on retail real estate transactions with a value of more than $500 million.
Derek is a Certified Public Accountant (CPA) and has a Bachelor of Science in Finance, and a Bachelor of Science in Accountancy from Florida State University. He currently resides in Miami, FL.